Estate tax

Disclaimer

Trust & Estate Tax Pros, LLC provides tax compliance and advisory services. The firm is not a law firm and does not provide legal services.

The materials contained in this web site may be considered advertising in some jurisdictions.  Estate & Trust Tax Pros, LLC is a tax and accounting firm. These materials are for informational purposes only and not intended to provide legal or tax advice. Although the information on this web site is intended to be current and accurate, it is not guaranteed or promised to be current, accurate, or complete.  This site contains links to other web sites, including those operated and maintained by third parties.  The Firm makes no guarantees or promises regarding those websites and does not necessarily endorse or approve of their content.

Your use of this web site does not create an accountant-client privilege or any other confidential professional relationship between you and Estate & Trust Tax Pros, LLC or any of its CPA’s, IRS Enrolled Agents, Tax Accountants or staff.  Contact with Estate & Trust Tax Pros, LLC, any of its CPA’s, IRS Enrolled Agents, Tax Accountants or staff through this site does not create an accountant-client relationship until a written agreement has been signed and executed by you and the firm to handle a particular matter.

Unsolicited confidential information sent to Estate & Trust Tax Pros, LLC may not be subject to an accountant-client privilege and may not be treated as confidential.  Receipt of unsolicited confidential information by Estate & Trust Tax Pros, LLC or any of its CPA’s, IRS Enrolled Agents, Tax Accountants or staff.  Contact with Estate & Trust Tax Pros, LLC, any of its CPA’s, IRS Enrolled Agents, Tax Accountants or staff will not disqualify the firm from representing another party in any matter to which the information relates. Estate & Trust Tax Pros, LLC will also have no duty to keep any such unsolicited information confidential prior to the formation of an accountant-client relationship.

The hiring of a tax accountant is an important decision that should not be based solely upon advertisements.  Information on this website should not be relied upon or used as a substitute for consultation with an attorney.  You should not take, or refrain from taking, any tax or legal action based upon the information contained in this web site without first seeking professional counsel.  Prior results do not guarantee similar outcomes.  When the result achieved in a case is mentioned, that result depends on (among other factors) the unique facts of that case, and in other cases, the result may differ if based on different facts.

Estate & Trust Tax Pros, LLC, will not represent anyone in a jurisdiction in which this web site fails to comply with all laws and ethical rules of that jurisdiction.

Estate & Trust Tax Pros, LLC’s main office is in St. Petersburg Florida.

Daniel Rosefelt, CPA is the Managing Member of Estate & Trust Tax Pros, LLC and is responsible for the content of this website.

 Last updated: March 2026